├── .gitattributes ├── .gitignore ├── AssignPlugin.sln ├── AssignPlugin ├── AssignPlugin.csproj ├── AssignTeamToUser.cs ├── PluginKey.snk ├── Properties │ └── AssemblyInfo.cs └── packages.config └── README.md /.gitattributes: -------------------------------------------------------------------------------- 1 | ############################################################################### 2 | # Set default behavior to automatically normalize line endings. 3 | ############################################################################### 4 | * text=auto 5 | 6 | ############################################################################### 7 | # Set default behavior for command prompt diff. 8 | # 9 | # This is need for earlier builds of msysgit that does not have it on by 10 | # default for csharp files. 11 | # Note: This is only used by command line 12 | ############################################################################### 13 | #*.cs diff=csharp 14 | 15 | ############################################################################### 16 | # Set the merge driver for project and solution files 17 | # 18 | # Merging from the command prompt will add diff markers to the files if there 19 | # are conflicts (Merging from VS is not affected by the settings below, in VS 20 | # the diff markers are never inserted). Diff markers may cause the following 21 | # file extensions to fail to load in VS. An alternative would be to treat 22 | # these files as binary and thus will always conflict and require user 23 | # intervention with every merge. To do so, just uncomment the entries below 24 | ############################################################################### 25 | #*.sln merge=binary 26 | #*.csproj merge=binary 27 | #*.vbproj merge=binary 28 | #*.vcxproj merge=binary 29 | #*.vcproj merge=binary 30 | #*.dbproj merge=binary 31 | #*.fsproj merge=binary 32 | #*.lsproj merge=binary 33 | #*.wixproj merge=binary 34 | #*.modelproj merge=binary 35 | #*.sqlproj merge=binary 36 | #*.wwaproj merge=binary 37 | 38 | ############################################################################### 39 | # behavior for image files 40 | # 41 | # image files are treated as binary by default. 42 | ############################################################################### 43 | #*.jpg binary 44 | #*.png binary 45 | #*.gif binary 46 | 47 | ############################################################################### 48 | # diff behavior for common document formats 49 | # 50 | # Convert binary document formats to text before diffing them. This feature 51 | # is only available from the command line. Turn it on by uncommenting the 52 | # entries below. 53 | ############################################################################### 54 | #*.doc diff=astextplain 55 | #*.DOC diff=astextplain 56 | #*.docx diff=astextplain 57 | #*.DOCX diff=astextplain 58 | #*.dot diff=astextplain 59 | #*.DOT diff=astextplain 60 | #*.pdf diff=astextplain 61 | #*.PDF diff=astextplain 62 | #*.rtf diff=astextplain 63 | #*.RTF diff=astextplain 64 | -------------------------------------------------------------------------------- /.gitignore: -------------------------------------------------------------------------------- 1 | ## Ignore Visual Studio temporary files, build results, and 2 | ## files generated by popular Visual Studio add-ons. 3 | 4 | # User-specific files 5 | *.suo 6 | *.user 7 | *.userosscache 8 | *.sln.docstates 9 | 10 | # User-specific files (MonoDevelop/Xamarin Studio) 11 | *.userprefs 12 | 13 | # Build results 14 | [Dd]ebug/ 15 | [Dd]ebugPublic/ 16 | [Rr]elease/ 17 | [Rr]eleases/ 18 | x64/ 19 | x86/ 20 | bld/ 21 | [Bb]in/ 22 | [Oo]bj/ 23 | [Ll]og/ 24 | 25 | # Visual Studio 2015 cache/options directory 26 | .vs/ 27 | # Uncomment if you have tasks that create the project's static files in wwwroot 28 | #wwwroot/ 29 | 30 | # MSTest test Results 31 | [Tt]est[Rr]esult*/ 32 | [Bb]uild[Ll]og.* 33 | 34 | # NUNIT 35 | *.VisualState.xml 36 | TestResult.xml 37 | 38 | # Build Results of an ATL Project 39 | [Dd]ebugPS/ 40 | [Rr]eleasePS/ 41 | dlldata.c 42 | 43 | # DNX 44 | project.lock.json 45 | project.fragment.lock.json 46 | artifacts/ 47 | 48 | *_i.c 49 | *_p.c 50 | *_i.h 51 | *.ilk 52 | *.meta 53 | *.obj 54 | *.pch 55 | *.pdb 56 | *.pgc 57 | *.pgd 58 | *.rsp 59 | *.sbr 60 | *.tlb 61 | *.tli 62 | *.tlh 63 | *.tmp 64 | *.tmp_proj 65 | *.log 66 | *.vspscc 67 | *.vssscc 68 | .builds 69 | *.pidb 70 | *.svclog 71 | *.scc 72 | 73 | # Chutzpah Test files 74 | _Chutzpah* 75 | 76 | # Visual C++ cache files 77 | ipch/ 78 | *.aps 79 | *.ncb 80 | *.opendb 81 | *.opensdf 82 | *.sdf 83 | *.cachefile 84 | *.VC.db 85 | *.VC.VC.opendb 86 | 87 | # Visual Studio profiler 88 | *.psess 89 | *.vsp 90 | *.vspx 91 | *.sap 92 | 93 | # TFS 2012 Local Workspace 94 | $tf/ 95 | 96 | # Guidance Automation Toolkit 97 | *.gpState 98 | 99 | # ReSharper is a .NET coding add-in 100 | _ReSharper*/ 101 | *.[Rr]e[Ss]harper 102 | *.DotSettings.user 103 | 104 | # JustCode is a .NET coding add-in 105 | .JustCode 106 | 107 | # TeamCity is a build add-in 108 | _TeamCity* 109 | 110 | # DotCover is a Code Coverage Tool 111 | *.dotCover 112 | 113 | # NCrunch 114 | _NCrunch_* 115 | .*crunch*.local.xml 116 | nCrunchTemp_* 117 | 118 | # MightyMoose 119 | *.mm.* 120 | AutoTest.Net/ 121 | 122 | # Web workbench (sass) 123 | .sass-cache/ 124 | 125 | # Installshield output folder 126 | [Ee]xpress/ 127 | 128 | # DocProject is a documentation generator add-in 129 | DocProject/buildhelp/ 130 | DocProject/Help/*.HxT 131 | DocProject/Help/*.HxC 132 | DocProject/Help/*.hhc 133 | DocProject/Help/*.hhk 134 | DocProject/Help/*.hhp 135 | DocProject/Help/Html2 136 | DocProject/Help/html 137 | 138 | # Click-Once directory 139 | publish/ 140 | 141 | # Publish Web Output 142 | *.[Pp]ublish.xml 143 | *.azurePubxml 144 | # TODO: Comment the next line if you want to checkin your web deploy settings 145 | # but database connection strings (with potential passwords) will be unencrypted 146 | #*.pubxml 147 | *.publishproj 148 | 149 | # Microsoft Azure Web App publish settings. Comment the next line if you want to 150 | # checkin your Azure Web App publish settings, but sensitive information contained 151 | # in these scripts will be unencrypted 152 | PublishScripts/ 153 | 154 | # NuGet Packages 155 | *.nupkg 156 | # The packages folder can be ignored because of Package Restore 157 | **/packages/* 158 | # except build/, which is used as an MSBuild target. 159 | !**/packages/build/ 160 | # Uncomment if necessary however generally it will be regenerated when needed 161 | #!**/packages/repositories.config 162 | # NuGet v3's project.json files produces more ignoreable files 163 | *.nuget.props 164 | *.nuget.targets 165 | 166 | # Microsoft Azure Build Output 167 | csx/ 168 | *.build.csdef 169 | 170 | # Microsoft Azure Emulator 171 | ecf/ 172 | rcf/ 173 | 174 | # Windows Store app package directories and files 175 | AppPackages/ 176 | BundleArtifacts/ 177 | Package.StoreAssociation.xml 178 | _pkginfo.txt 179 | 180 | # Visual Studio cache files 181 | # files ending in .cache can be ignored 182 | *.[Cc]ache 183 | # but keep track of directories ending in .cache 184 | !*.[Cc]ache/ 185 | 186 | # Others 187 | ClientBin/ 188 | ~$* 189 | *~ 190 | *.dbmdl 191 | *.dbproj.schemaview 192 | *.jfm 193 | *.pfx 194 | *.publishsettings 195 | node_modules/ 196 | orleans.codegen.cs 197 | 198 | # Since there are multiple workflows, uncomment next line to ignore bower_components 199 | # (https://github.com/github/gitignore/pull/1529#issuecomment-104372622) 200 | #bower_components/ 201 | 202 | # RIA/Silverlight projects 203 | Generated_Code/ 204 | 205 | # Backup & report files from converting an old project file 206 | # to a newer Visual Studio version. Backup files are not needed, 207 | # because we have git ;-) 208 | _UpgradeReport_Files/ 209 | Backup*/ 210 | UpgradeLog*.XML 211 | UpgradeLog*.htm 212 | 213 | # SQL Server files 214 | *.mdf 215 | *.ldf 216 | 217 | # Business Intelligence projects 218 | *.rdl.data 219 | *.bim.layout 220 | *.bim_*.settings 221 | 222 | # Microsoft Fakes 223 | FakesAssemblies/ 224 | 225 | # GhostDoc plugin setting file 226 | *.GhostDoc.xml 227 | 228 | # Node.js Tools for Visual Studio 229 | .ntvs_analysis.dat 230 | 231 | # Visual Studio 6 build log 232 | *.plg 233 | 234 | # Visual Studio 6 workspace options file 235 | *.opt 236 | 237 | # Visual Studio LightSwitch build output 238 | **/*.HTMLClient/GeneratedArtifacts 239 | **/*.DesktopClient/GeneratedArtifacts 240 | **/*.DesktopClient/ModelManifest.xml 241 | **/*.Server/GeneratedArtifacts 242 | **/*.Server/ModelManifest.xml 243 | _Pvt_Extensions 244 | 245 | # Paket dependency manager 246 | .paket/paket.exe 247 | paket-files/ 248 | 249 | # FAKE - F# Make 250 | .fake/ 251 | 252 | # JetBrains Rider 253 | .idea/ 254 | *.sln.iml 255 | 256 | # CodeRush 257 | .cr/ 258 | 259 | # Python Tools for Visual Studio (PTVS) 260 | __pycache__/ 261 | *.pyc -------------------------------------------------------------------------------- /AssignPlugin.sln: -------------------------------------------------------------------------------- 1 |  2 | Microsoft Visual Studio Solution File, Format Version 12.00 3 | # Visual Studio 15 4 | VisualStudioVersion = 15.0.26127.0 5 | MinimumVisualStudioVersion = 10.0.40219.1 6 | Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "AssignPlugin", "AssignPlugin\AssignPlugin.csproj", "{4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}" 7 | EndProject 8 | Global 9 | GlobalSection(SolutionConfigurationPlatforms) = preSolution 10 | Debug|Any CPU = Debug|Any CPU 11 | Release|Any CPU = Release|Any CPU 12 | EndGlobalSection 13 | GlobalSection(ProjectConfigurationPlatforms) = postSolution 14 | {4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}.Debug|Any CPU.ActiveCfg = Debug|Any CPU 15 | {4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}.Debug|Any CPU.Build.0 = Debug|Any CPU 16 | {4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}.Release|Any CPU.ActiveCfg = Release|Any CPU 17 | {4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}.Release|Any CPU.Build.0 = Release|Any CPU 18 | EndGlobalSection 19 | GlobalSection(SolutionProperties) = preSolution 20 | HideSolutionNode = FALSE 21 | EndGlobalSection 22 | EndGlobal 23 | -------------------------------------------------------------------------------- /AssignPlugin/AssignPlugin.csproj: -------------------------------------------------------------------------------- 1 |  2 | 3 | 4 | 5 | Debug 6 | AnyCPU 7 | {4CA1C62E-0CF6-45C3-AA20-02C99C30E35E} 8 | Library 9 | Properties 10 | AssignPlugin 11 | AssignPlugin 12 | v4.5.2 13 | 512 14 | 15 | 16 | 17 | true 18 | full 19 | false 20 | bin\Debug\ 21 | DEBUG;TRACE 22 | prompt 23 | 4 24 | 25 | 26 | pdbonly 27 | true 28 | bin\Release\ 29 | TRACE 30 | prompt 31 | 4 32 | 33 | 34 | true 35 | 36 | 37 | PluginKey.snk 38 | 39 | 40 | 41 | ..\packages\Microsoft.CrmSdk.CoreAssemblies.9.0.2.3\lib\net452\Microsoft.Crm.Sdk.Proxy.dll 42 | 43 | 44 | ..\packages\Microsoft.CrmSdk.CoreAssemblies.9.0.2.3\lib\net452\Microsoft.Xrm.Sdk.dll 45 | 46 | 47 | 48 | 49 | 50 | 51 | 52 | 53 | 54 | 55 | 56 | 57 | 58 | 59 | 60 | 61 | 62 | 63 | 64 | 65 | 66 | 67 | 68 | 69 | 70 | 71 | 72 | -------------------------------------------------------------------------------- /AssignPlugin/AssignTeamToUser.cs: -------------------------------------------------------------------------------- 1 | using Microsoft.Crm.Sdk.Messages; 2 | using Microsoft.Xrm.Sdk; 3 | using Microsoft.Xrm.Sdk.Query; 4 | using System; 5 | using System.Collections.Generic; 6 | using System.Linq; 7 | 8 | namespace AssignPlugin 9 | { 10 | public class AssignTeamToUser : IPlugin 11 | { 12 | public void Execute(IServiceProvider serviceProvider) 13 | { 14 | if (serviceProvider == null) return; 15 | 16 | // Obtain the Plugin Execution Context 17 | var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext)); 18 | 19 | // Obtain the organization service reference. 20 | var serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); 21 | var service = serviceFactory.CreateOrganizationService(context.UserId); 22 | 23 | // To check depth 24 | if (context.Depth > 2) return; 25 | 26 | // The InputParameters collection contains all the data passed in the message request. 27 | if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference) 28 | { 29 | // Business logic goes here 30 | new AssignTeamToUser().BusinessLogic(service, context); 31 | } 32 | } 33 | 34 | private void BusinessLogic(IOrganizationService service, IExecutionContext context) 35 | { 36 | // We are hitting Assign button on a Case record so Target will be a Case record 37 | var caseEntityReference = (EntityReference)context.InputParameters["Target"]; 38 | 39 | // Assignee could be a User or Team 40 | var teamEntityReference = (EntityReference)context.InputParameters["Assignee"]; 41 | 42 | // In our requirement it should be a Team, if user it should return 43 | if (teamEntityReference.LogicalName != "team") return; 44 | 45 | // fetchXml to retrieve all the users in a given Team 46 | var fetchXmlLoggedUserInTeam = @" 47 | 48 | 49 | 50 | 51 | 52 | 53 | 54 | 55 | 56 | 57 | 58 | "; 59 | 60 | // Passing current Team is fetchXml and retrieving Team's user 61 | var users = service.RetrieveMultiple(new FetchExpression(string.Format( 62 | fetchXmlLoggedUserInTeam, 63 | teamEntityReference.Id))).Entities; 64 | 65 | // Condition 1 66 | // If user count is zero case should be assigned to Team's default Queue 67 | if (users.Count == 0) 68 | { 69 | // Retrieving Team's default Queue 70 | var team = service.Retrieve("team", teamEntityReference.Id, new ColumnSet("queueid")); 71 | 72 | var addToQueueRequest = new AddToQueueRequest 73 | { 74 | // Case record 75 | Target = caseEntityReference, 76 | // Team's default Queue Id 77 | DestinationQueueId = team.GetAttributeValue("queueid").Id 78 | }; 79 | service.Execute(addToQueueRequest); 80 | } 81 | else 82 | { 83 | // Dictionary to save UserId and number of case assigned pair 84 | var caseCountAssignedToUser = new Dictionary(); 85 | 86 | users.ToList().ForEach(user => 87 | { 88 | // FetchXml query to retrieve number cases assigned to each user 89 | var fetchXmlCaseAssignedToUser = @" 90 | 91 | 92 | 93 | 94 | 95 | 96 | 97 | 98 | 99 | "; 100 | 101 | var cases = service.RetrieveMultiple(new FetchExpression(string.Format( 102 | fetchXmlCaseAssignedToUser, 103 | user.Id))).Entities.ToList(); 104 | 105 | // Adding user id with number of cases assigned to Dictionay defined above 106 | caseCountAssignedToUser.Add(user.Id, cases.Count); 107 | }); 108 | 109 | // Sorting in ascending order by number of cases 110 | var sortedCaseCount = from entry in caseCountAssignedToUser 111 | orderby entry.Value ascending 112 | select entry; 113 | 114 | // Getting all the users with least sae number of cases 115 | var allUserWithSameLeastNumberOfCases = sortedCaseCount 116 | .Where(w => w.Value == sortedCaseCount.First().Value).ToList(); 117 | 118 | var targetUser = new Guid(); 119 | 120 | // Condition 1 121 | // Assign case to user with least number of case assigned 122 | if (allUserWithSameLeastNumberOfCases.Count() == 1) 123 | { 124 | targetUser = sortedCaseCount.First().Key; 125 | } 126 | 127 | // Condition 2 128 | // If more than one users are having same least number of users, then it be assigned randomly 129 | else 130 | { 131 | var randomUser = new Random().Next(0, allUserWithSameLeastNumberOfCases.Count() - 1); 132 | targetUser = allUserWithSameLeastNumberOfCases[randomUser].Key; 133 | } 134 | 135 | var assign = new AssignRequest 136 | { 137 | Assignee = new EntityReference("systemuser", targetUser), 138 | Target = caseEntityReference 139 | }; 140 | 141 | service.Execute(assign); 142 | } 143 | } 144 | } 145 | } -------------------------------------------------------------------------------- /AssignPlugin/PluginKey.snk: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/AshV/AssignPluginDynamics365/9b7c544457314f18be753a77c9ef0490f1e811d4/AssignPlugin/PluginKey.snk -------------------------------------------------------------------------------- /AssignPlugin/Properties/AssemblyInfo.cs: -------------------------------------------------------------------------------- 1 | using System.Reflection; 2 | using System.Runtime.CompilerServices; 3 | using System.Runtime.InteropServices; 4 | 5 | // General Information about an assembly is controlled through the following 6 | // set of attributes. Change these attribute values to modify the information 7 | // associated with an assembly. 8 | [assembly: AssemblyTitle("AssignPlugin")] 9 | [assembly: AssemblyDescription("")] 10 | [assembly: AssemblyConfiguration("")] 11 | [assembly: AssemblyCompany("")] 12 | [assembly: AssemblyProduct("AssignPlugin")] 13 | [assembly: AssemblyCopyright("Copyright © 2017")] 14 | [assembly: AssemblyTrademark("")] 15 | [assembly: AssemblyCulture("")] 16 | 17 | // Setting ComVisible to false makes the types in this assembly not visible 18 | // to COM components. If you need to access a type in this assembly from 19 | // COM, set the ComVisible attribute to true on that type. 20 | [assembly: ComVisible(false)] 21 | 22 | // The following GUID is for the ID of the typelib if this project is exposed to COM 23 | [assembly: Guid("4ca1c62e-0cf6-45c3-aa20-02c99c30e35e")] 24 | 25 | // Version information for an assembly consists of the following four values: 26 | // 27 | // Major Version 28 | // Minor Version 29 | // Build Number 30 | // Revision 31 | // 32 | // You can specify all the values or you can default the Build and Revision Numbers 33 | // by using the '*' as shown below: 34 | // [assembly: AssemblyVersion("1.0.*")] 35 | [assembly: AssemblyVersion("1.0.0.0")] 36 | [assembly: AssemblyFileVersion("1.0.0.0")] 37 | -------------------------------------------------------------------------------- /AssignPlugin/packages.config: -------------------------------------------------------------------------------- 1 |  2 | 3 | 4 | -------------------------------------------------------------------------------- /README.md: -------------------------------------------------------------------------------- 1 | # AssignPluginDynamics365 2 | Assigning Case to Appropriate Team User Using Plugin in Dynamics CRM / 365 3 | 4 | Follow companion article at http://www.c-sharpcorner.com/article/assigning-case-to-appropriate-team-user-using-plugin-in-dynamics-365-crm/ 5 | 6 | This code is a Dynamics CRM plugin which can be directly or with little modification consumed if you have similar requirement as mentioned in article. 7 | --------------------------------------------------------------------------------